My Experience

Prior to joining Fiduciary Trust International, I served as Fiduciary Managing Director, Tri-State Region and Senior Wealth Advisor for Wilmington Trust. I also served as Vice President, Senior Client Relationship Officer, and as Senior Estate Settlement Officer, for U.S. Trust/Bank of America Private Wealth Management, serving the firm’s high-net-worth and ultra-high-net-worth clientele.

Previously, I was with Mutual of America as Vice President, Individual Financial Planning, where I created customized financial plans for the firm’s high-net-worth clients and hosted seminars throughout the country on the fundamentals of retirement, investments, and estate planning. Additionally, I am a member of the Financial Planning Association (FPA).

Education

• St. Thomas Aquinas College, BS Finance

Financial Credentials

• Certified Financial Planner (CFP)

• Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA)

• Life & Health Insurance (NY, NJ, DE)

• NJ Real Estate